Overview:
Are you looking to be part of a company with exciting opportunities to learn, grow, and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.
If that is what you are looking for, this is your chance to be part of an amazing organization! Alera Group is seeking a highly motivated Operations Associate to join their Retirement Plan Services team.
As an Operations Associate, you will be an integral part of a rapidly growing Retirement Plan business with a focus on Financial Wellness and exceptional service.
Responsibilities:
- RPAG (Retirement Plan Advisor Group) Program Management: Manage integration of new business data; assist with quarterly fee analysis and record keeper data collection
- RIA Transition Management: Work with newly acquired Retirement Plan Services firms to establish and support an RIA transition project plan
- Scorecard Management: Provide quarterly reporting on specified sales performance metrics
- Assist Director of Investments with investment data collection
- Actively support Financial Wellness and Participant Education initiatives
- Coordinate follow-up and interaction between Regional Operations, Compliance, Advisors, Support Personnel, and Outside Vendors
- Vendor Invoicing and Payment Reconciliation
- CRM Support
- Foster a culture of continuous improvement, focusing on service, consistency, ownership, accountability and follow up as well as compliance with firm policies and procedures
- Perform other duties as assigned
Qualifications:
- Undergraduate college degree required
- Minimum 3 years of work experience in financial services, supporting Retirement Plan and Financial Wellness programs
Addiitional Qualifications
- Demonstrate understanding of Retirement Plan Services and the applicable rules, regulations, and best practices.
- Ability to effectively communicate in verbal and written formats.
- Excellent customer service skills, and ability to interact with advisors.
- Ability to establish priorities, work independently, and proceed with objectives with little supervision.
- Ability to handle and resolve complex issues.
- Proficient computer and Microsoft Office skills (Word, Excel, PowerPoint)
- Demonstrate a commitment to building new skills.
- Strong attention to detail and ability to manage deadlines.
- Highest integrity regarding confidentiality of client data
- Team player who will thrive in a collaborative environment.
Equal Opportunity Employment:
We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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